Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As Senior Portfolio Advisor and one of the 78 million Baby Boomers, I recognize the value of long term planning and retirement goals. At Merrill Lynch Wealth Management, we believe there has never been a more important time than now to review your retirement planning.
Since first starting with Merrill Lynch Wealth Management in 1982, I have acquired my series 3,7,9,10,63,&65 FINRA registrations and Life/Health, Annuity and Long Term Care Insurance Licenses. Including a CPFA certification to work alongside small business owners to develop and maintain a solid corporate retirement structure for their employees and families. I stay driven by helping families, CEO's and senior executives who value advice and guidance within the context of being dedicated to providing exceptional customer service, customized planning and investment strategies, competitive fees, transparency, simplified communication and trust!
As an ice dancing gold medalist and a tri-athlete, I understand the need for commitment and dedication in achieving ones goals. I have a deep rooted belief in that the more you give the more you get. I served as past board member of St. Paul's Foundation on world equality and 10 year volunteer as Head Figure Skating Coach for Southern California at two World Games with Special Olympics, and board member with Sport for Exceptional Athletes. I enjoy ballroom dance competition, swimming, cycling, & rollerblading in my spare time and am active with the San Diego Equality Business Association.
We aspire every day to honor Charles Merrill’s commitment to putting clients’ interests first. We also believe in giving back to the community. Through my sponsoring of the FilmOut Festival, we work to help area citizens through Human Right Campaign.
Eastern Michigan University
University of Colorado System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Banking Specialist
External MSG Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.